Understanding EM Opportunity Requires Looking Past the Headlines

Nick Niziolek, CFA and Kyle Ruge, CFA
July 17, 2020

Non-U.S. companies, including those domiciled in China and other emerging markets, can offer significant investment potential—but a selective approach is paramount. The Calamos global team discusses their research approach, which extends beyond companies and industries to understanding regulatory and political conditions around the world.

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Convertible Securities: A Key Lever in a Dynamic EM Approach

Nick Niziolek, CFA and Todd Speed, CFA
June 18, 2020

We believe the case for allocations to emerging markets is very compelling, but current conditions heighten the need for risk-aware approaches. The freedom to invest opportunistically in convertible securities, a core capability of Calamos Investments, is a key differentiator of CNWIX’s dynamic approach—and one which has contributed favorably in 2020.

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An Update on Three Dynamics in Emerging Markets

Global Team Perspectives by Nick Niziolek, CFA and Todd Speed, CFA
August 15, 2019

Through the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.

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Is Your EM Allocation Vulnerable to Index Vagaries?

John P. Calamos Sr.
September 29, 2014

John P. Calamos, Sr., CEO and global co-CIO, takes a look at how emerging market indexes are constructed and explains why passive EM strategies, including passive ETFs, may be subject to risks an active approach can avoid.

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¡Viva La Reforma! Part II

Nick Niziolek
September 3, 2014

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

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Emerging Markets: PR is on the Upswing

Nick Niziolek
May 28, 2014

Co-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.

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